Frank Jolley (CRD# 1011372) is an Investment Advisor Representative working at Live Oak Private Wealth, LLC in Rocky Mount, NC and has over 42 years of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 736374
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Live Oak Private Wealth, LLC | Wilmington, NC | May 2020 - Current | 3 |
| Jolley Asset Management, LLC | Rocky Mount, NC | Jul 1998 - Apr 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1981 |
- NC
- TX
- VA
-
Total Assets Under Management952MILLIONS
-
Total Number of Accounts1,025ACCOUNTS
-
Average Account Value$928,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, GA, NC, SC, TX, VA
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